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Schwab US Dividend Equity ETF

1,876 hedge funds and large institutions have $21.8B invested in Schwab US Dividend Equity ETF in 2025 Q4 according to their latest regulatory filings, with 227 funds opening new positions, 727 increasing their positions, 748 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

3% less repeat investments, than reductions

Existing positions increased: 727 | Existing positions reduced: 748

3% less funds holding in top 10

Funds holding in top 10: 208202 (-6)

16% less call options, than puts

Call options by funds: $101M | Put options by funds: $121M

Holders
1,876
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
202
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$101M
Puts
$121M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RBC
1651
Roble Belko & Company
Pennsylvania
$214K
WS
1652
Wilian Securities
Minnesota
$214K
OAJ
1653
Ogorek Anthony Joseph
New York
$213K
KHCM
1654
Kirtland Hills Capital Management
Ohio
$213K
SFB
1655
STAR Financial Bank
Indiana
$212K
FFBTD
1656
First Financial Bank - Trust Division
Ohio
$209K
FFG
1657
Fiduciary Financial Group
California
$209K
AWM
1658
Aberdeen Wealth Management
Illinois
$209K
SFG
1659
Synergy Financial Group
California
$209K
PHAM
1660
Palisades Hudson Asset Management
Florida
$208K
ABTD
1661
Arvest Bank Trust Division
Oklahoma
$208K
GAM
1662
GEM Asset Management
Michigan
$207K
LCM
1663
Lazari Capital Management
California
$207K
SEEDPG
1664
S.E.E.D. Planning Group
New York
$206K
ARA
1665
Approach Retirement Advisors
Alabama
$206K
FCMA
1666
Foresight Capital Management Advisors
Michigan
$206K
CP
1667
Canopy Partners
Ohio
$205K
RSWA
1668
Robinson Smith Wealth Advisors
Maine
$204K
NG
1669
Norden Group
Utah
$204K
WIM
1670
Westside Investment Management
California
$204K
OC
1671
Opal Capital
Florida
$203K
FWP
1672
Firethorn Wealth Partners
Georgia
$202K
CIS
1673
Continental Investors Services
Washington
$202K
FFS
1674
Flavin Financial Services
Florida
$201K
QP
1675
Quartz Partners
New York
$201K